Expansion Account Executive responsible for upselling AI solutions at CloudTalk. Managing relationships and driving customer success in a growing SaaS environment.
About the role
- Account Executive managing Commercial Property & Casualty clients at Marsh. Leading operations and client relationship projects in a hybrid role.
Responsibilities
- Lead daily operations from a support and administrative level.
- Coordinate complex logistics and task assignments for client relationship projects.
- Ensure effective communication and problem resolution.
- Utilize detailed risk expertise to evaluate risks, review loss experience, cash flow, and financials; develop solutions; articulate the impact of options.
- Leverage analytics and make recommendations to clients across product lines.
- Monitor the retention of business and generate new business opportunities.
- Help establish the growth and retention strategy for the account team and monitor its implementation.
- Ensure the success of relationships with moderately complex clients, prospects, client teams, and producers to provide best-in-class service and drive growth.
Requirements
- Bachelor’s degree preferred in Risk Management, Finance, Business, or related field.
- Proven experience in risk evaluation, client relationship management, and business retention.
- Strong analytical skills and the ability to develop and articulate solutions based on data.
- Excellent communication and interpersonal skills.
- Ability to manage multiple priorities and work collaboratively within a team.
- Active Property & Casualty Insurance License.
- Professional certifications such as CPCU, ARM, or similar.
- Experience working with moderately complex clients in a consulting or insurance environment.
- Demonstrated leadership in developing growth strategies and client engagement.
- Knowledge of industry regulations and compliance standards.
Benefits
- Professional development opportunities
- Interesting work
- Supportive leaders
- Vibrant and inclusive culture
- Range of career opportunities
- Benefits and rewards to enhance well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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